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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,944 | $77,817-48.7% | $123,553-67.7% | $64,173-37.8% |
| Participation rate | 36.8% | 74.7%-37.9pp | 82.3%-45.5pp | 69.6%-32.7pp |
| Annual return | -8.06% | 12.49%-20.5pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $346 | $3,014-88.5% | $4,628-92.5% | $2,381-85.5% |
| Participant deferral / active EE | $2,241 | $5,240-57.2% | $6,426-65.1% | $3,470-35.4% |
| Admin fee / account holder | $4,706 | $5,519-14.7% | $9,284-49.3% | $4,887-3.7% |